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Inventory, Orders Management, Warehouse Operations

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stacy16Varsity I

asked in Distribution

Mapping sales to salesperson depending on account and from warehouse

Hi!I am working on figuring out how to make the following happen…I need to be able to have a map that assigns a sales person to the sales order depending on the customer account and which warehouse the product is coming from. Anyone have any ideas on how to make that happen? Any help or input would be greatly appreciated :)Thank you!

3 months ago

NathanKahnFreshman I

asked in Distribution

Combining bank fee with bank transfer

We have a Dollar account and a Euro account. We do a Bank Transfer from Dollar to Euro, enter the conversion rate, and everything works as it should. Except our Euro bank charges $5 and we send it in the same transaction. So if we want $1,000 worth of Euros, we actually transfer $1,005. We tried adding a $5 detail line on the Bank Transfer but it still shows up as a separate transaction. It would be silly to create a clearing account just to add these two amounts together, so we just deal with 2 debits in Acumatica Banking and 1 debit in Online Banking. Does anyone have a solution? (We don’t particularly want to modify the exchange rate to allow for the $5 either, although I know it’s another workaround.)

3 months ago

etrojan28Jr Varsity III

asked in Distribution

PO Approval Notification GI

Hey All,I’m trying to create a generic inquiry for PO approvals. My goal is to link the GI to a business event to send to multiple approvers, owners etc. I have everything working except that the email address for the approver does not pull onto my GI. Tables: Joins:POOrder to EPApproval EPApproval to ContactResults: Email address is blank. Email is from the contact table. The contact table for the employee stores their email address. Thanks!

3 months ago

Pinny

asked in Distribution

Document User Defined Fields

I added some User Defined Fields on the Purchase Order document, however once I put the document to the open status these UDF are longer editable (same as other fields in the document header), I wonder if there is a solution for this, I need to edit these fields even when the document is in the open status.

3 months ago

apaquetteFreshman I

asked in Distribution

How to use AP Automation with Normal POs and Dropship POs?

Hello,Our company has been using Acumatica for three months after transitioning from Sage 100. I'm reaching out to see if anyone has experience with AP automation for both standard purchase orders (POs) and dropship POs. We handle a large volume of both types, and the majority of our AP bills are generated from POs.For those using AP automation with standard POs, how do you manage the delay between receiving the AP bill and the PO receipt?Similarly, for AP automation with dropship POs, we usually create the PO receipt upon receiving the AP bill and then invoice the customer immediately afterward. How do you manage this process?Our AP department does not feel AP Automation is helping as we hoped . . . Any insights from the group would be greatly appreciated!Thank you,Andrew Paquette

3 months ago

ntrapaniFreshman II

asked in Distribution

Quick Process OK button Auto Run in custimazation

I have been trying to get a transfer order Auto run to work and I have hit a point where I don't know what I have done incorrectly.Here is my parameters:Working with a Transfer order I have enabled Quick Process in the TR order type and the button appears on the top of the transfer order screen I have tested that the quick process produces a desired result of pushing the transfer order through shipping and updates IN appropriately when I manually press the OK button the process order screen. I have started a customization project that once the transfer order is released it will pop open the quick process screen and then it stops. In the customization I went ahead an found an action of OK (quickProcessOk) on the actions screen and set the auto run to true. When I remove the order from hold the following screen pops up but then nothing future happens. Does anyone have a clue of where I may be off here? The desired result is when the order is taken off of hold the quick process runs w

3 months ago

bmorganFreshman II

asked in Distribution

What are you doing for Stock Items with multiple countries of origin?

Hello, We’ve run into an interesting problem. Some of the Stock Items we purchase are sometimes sourced by more than one country. The ‘Country of Origin’ field on Stock Items is limited to one option unfortunately. Has anyone else ran into a similar issue, and if so, how did you go about resolving it? Outside of customization, I’m hoping someone’s had an interesting way of handling this that I might just be missing.

3 months ago

Fiona KalinowskaFreshman I

asked in Distribution

Widget that shows me sales doesn't work right, how to solve it?

I want to create a widget based on the screen AR409000, where all sales are summed together, regardless of customer class. If I delete the customer class in the inquiry parameters, so that the field is empty, the system does not implement this, I still only see the sales in the standard customer class in the widget. Does anyone have an idea how I can solve this problem?

3 months ago

dgodsill97Varsity I

asked in Distribution

How to import template items and make inactive the variants that do not apply.

My client has over 3000 variants and will be converting their web site to Big Commerce. I have added all of the Variants to the item classes but now I need to import the template items but it insists I have default column attribute - most of the template items have a single variant which will be the Row Variant. How can I, turn off the Active flag and only have active the single variant I need for the Row. Adding a dummy column variant would overcome the issue but them I would need to go back and somehow make inactive the variants and remove the dummy,

3 months ago

KevinLongFreshman I

asked in Distribution

Project WIP - Best Practice

HiI am looking at implementing Project WIP for the first time and would like to draw on the experience of others. This is just using Projects in the Enterprise Edition and not the Construction Edition.I have worked through the allocations process to transfer costs to the WIP account. This looks like it will create a lot of additional transactions - credit every cost and then re-debit it on release of AR Invoice. Is it best to have the allocations created for every transaction or periodically to reduce the transaction volumes (eg on a daily basis)?I don’t see any standard WIP reports in the Project reports. Are there any available to assist with reconciliation of Project WIP to the Balance Sheet accounts?Any other suggestions or advice to have the WIP process flow efficiently and well for users? ThanksKevin Long

3 months ago

DawoodFreshman I

asked in Distribution

Issue with emailing the customer statement

We are new to Acumatica, and we have issues with emailing the customer statement. It says, "Error: The email account is empty...". Despite the fact that all of the customers' email addresses are incorrectly set up on the customer profile, are there any other places in Acumaitca to fix the issues other than the customer profile? I deleted the last statement and regenrated it several times, but it did not fix the issue.

3 months ago

shipping74Freshman I

asked in Distribution

Process Shipments - Can you process a future shipment...early?

On Process Shipments page, can you only process shipments for that current date (or prior?) Not any shipments in the future? We will be closed for a couple weeks and would like to process shipments early (That will be picked up by UPS while we’re closed) we would like to keep the scheduled shipment date as actual date UPS picks it up.. For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date. Also, invoicing. Prior to releasing you can change the ship date that automatically adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.

3 months ago

salvarado23Freshman I

asked in Distribution

Total Dead Stock Cost VS Inventory Valuation

Why is the total Dead Stock Cost in the dead stock screen different from the total cost in the inventory valuation & Inventory Summary.I have a item that shows the same QTY ON HAND in the Dead stock, Inventory Summary, Inventory Valuation but the DEAD STOCK COST is 47K but the Inventory Summary & Inventory Valuation the total cost is 14Kwhy is the Dead Stock qty calculating 47K ? How did it get that number Does the dead stock do some sort of Inventory Holding calculation?

3 months ago

rloetterle45Freshman I

asked in Distribution

Update SO Screen Action to Print New Custom Form, Form Prints Blank.

Hello, I created a custom printed form and placed it on the site map. I added a customization project that allows this form to be printed from the sales order screen via the action menu > Printing & Emailing section. (This form is a copy of the sales order without prices). When I print from the Site map, the form prints correctly using the selected parameters. When I print from the Action Menu, no data is visible. I have updated the user access to the new form to match the original form that was copied. What am I missing?

3 months ago

skumar98Freshman I

asked in Distribution

Extended Cost Configuration

I have a purchase order that has a extended cost of an inventory item pulled up from the Vendor Prices screen . How to change this setting . I do not want the line item in the purchase order to automatically populate the extended cost from the Vendor Prices screen , instead i want the extended cost in the purchase order to pull the last cost/current cost in the stock items screen.

3 months ago

donnadeskins55Varsity I

asked in Distribution

Barcode commands in report designer

Many of our customers find it very annoying that they have to manually touch the “Set Qty” button on their mobile devices in order to set the quantity being picked/packed/shipped. We are trying to include the Set Qty command (*qty) as a barcode on the picklist report so that they can scan that command and then scan the barcode for the quantity (since there’s no way to set the mobile device to default to the shipping quantity).I can’t find the right way to format the command on the report so that the barcode scanner will read it and put the device in Set Qty mode.Does anyone know how to do this?

3 months ago

brucewarrell96Jr Varsity III

asked in Distribution

Wrong Billing Type Printing on Label for Fedex Customer Accounts

Using 22R2. We have set up a customer account in the Fedex carrier set up and set that to a billing type of Receiver. When the label prints, the label shows the billing type as Third Party Billing. Ideas?

3 months ago

Jeff96Captain II

asked in Distribution

Assign Totes in Process Screen

I’m looking for a way to assign totes to shipments for wave picking before we print the pick list. Like a process screen that will allow me to do it in bulk.

3 months ago

Jeff96Captain II

asked in Distribution

Short Ship Wave or Batch

Is there a way to short ship a wave or batch pick list? Let’s say I go to the location and the item isn’t physically there and I need to confirm the batch or wave pick list without that item. Currently when I try to hit confirm line, or confirm pick it gives me an error that the pick list is not done.

3 months ago

leppleyJr Varsity II

asked in Distribution

Access Rights - General Inquiry

What access right should be allowed to view inventory in the creation of a GI? Anyone have an idea as to why this is not able to be viewed as an administrator?

3 months ago

jsudakJr Varsity III

asked in Distribution

How do we add or remove required fields?

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.

3 months ago

courtneybFreshman I

asked in Distribution

Purchase Receipt to Bill with allocated Pre-Payments

Scenario:We have a purchase order with item A , B , and C. We create a prepayment because this vendor requires a 50% down payment. This pre-payment gets allocated evenly between the 3 lines on the Purchase order.I then proceed to create the purchase receipt for just item B (LINE 2), that is the only thing that shipped. Give it a total of $300,which means I pre-paid the $150 and that is shown as the prepaid amount on the line item, on the purchase order. I create the purchase receipt and then release it to automatically create the Bill. I technically only owe the remaining $150 on this line item, but the bill is created for the full $300 and applies the full prepayment leaving only $25 to be remaining on this bill. Then when the other items are received it, it will look like we owe the full amount. When really, we need to pay the remaining $150 for this item for shipping, not for any other item that hasn’t shipped yet.Has anyone found a solution to this problem? Or is there a setting or

3 months ago

dougmcbride79Semi-Pro I

asked in Distribution

CRM: Support Cases

Confusion: We have the CRM module in our Acumatica 2023 R2. Are Support and Cases now a part of the CRM module without extra licenses?

3 months ago

scottaisd00Freshman I

asked in Distribution

Paying Credit to customer with check

How do I print a check out for a customer’s credit? I know how to print a check to pay a bill, but I have never printed a check to pay a customer their credit.

3 months ago

dougmcbride79Semi-Pro I

asked in Distribution

LightSpeed Internet Phone Integration

We are considering the LightSpeed internet telephone service with the Acumtica integration. Can anyone tell us his or her experience with the LightSpeed and the Acumatica integration?

3 months ago

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